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Member Convenience: New Member Application

Member Convenience: New Member Application. Lynne Johanson Unitus Community CU. About Unitus Community Credit Union. Located in Portland, Oregon $627 Million in Assets 49,800 Members 4 branches Symitar Episys Host System. Credit Union Changes. 2001 - Community Charter

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Member Convenience: New Member Application

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  1. Member Convenience:New Member Application Lynne Johanson Unitus Community CU

  2. About Unitus Community Credit Union • Located in Portland, Oregon • $627 Million in Assets • 49,800 Members • 4 branches • Symitar Episys Host System

  3. Credit Union Changes • 2001 - Community Charter • Six Oregon counties • 2002 - First remote branch opened • 2004 – Name Change • Oregon Telco Community CU to Unitus Community CU • Organizational emphasis on brand identity and branching strategy

  4. Previous Internet Membership Process Inefficiencies • Internet Membership “Application” is a web form • Form data emailed to MSR • MSR input data into Episys and email notification to member • Account creation and member notification not real-time

  5. New Member ApplicationWescom Resources Group • Completed by potential member via Internet application • Real-time eFunds ChexSystems verification of identity/eligibility

  6. Internet Application Report Processing Queue • Sent to processing queue as “pass,” “fail” or “review” • If “pass,” then account, names, shares, etc., created in Episys • Account restricted until documentation and funding complete • Access to processing queue by MSR via script within Episys • MSR reviews information • Approve, reject, request additional information

  7. Total Internet Applications

  8. Completed Membership Process

  9. Internet Initiated Accounts: Share and Loan Totals as of 07/08/2005

  10. Membership Applications Outside of Business Hours

  11. Contact Information Lynne Johanson Unitus Community Credit Union Manager, Information Technology ljohanson@unitusccu.com 503-795-9836

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